• 20 years in the financial services industry
• Graduate of Bob Jones University with Bachelors in Accounting
• Graduate of Birmingham University in England with a Graduate degree in Business Administration
• Former Goodwill Ambassador to England
• Rotarian Scholar
• Qualifying Member, Million Dollar Round Table*   (2019)^{^}
• Member, New York Life President’s Council (2009)^¹
• Member, New York Life Executive Council (2010 -2020)^¹
• Investment Adviser Representative with Eagle Strategies LLC, A Registered Investment Adviser
• Registered Representative with NYLIFE Securities LLC
• Retirement Income Certified Professional (RICP®)
• Chartered Mutual Fund Counselor (CMFC®)
• Various awards at New York Life in Norfolk and Stein Financial Group in Virginia Beach
• Past member of the National Society of Tax Professionals
• Past President of Chesapeake Tax & Accounting Service
• President of Meals on Wheels of Chesapeake
• President of Chesapeake Commission of Health and Well Being
• Past President of CHIP of Hampton Roads
• Active involvement in local non-profit organizations.
• Married to Barbara, with one daughter, Victoria and twin sons, Jon and Chris.

^¹Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30.

*Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor.

^ MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.